Moneta Group Investment Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

Moneta Group Investment Advisors’s Portfolio SPSB Stock Details SPSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$302K	Sell	10,046 -857	-8%	-$25.9K	﹤0.01%	622
2025 Q4	$329K	Buy	10,903 +661	+6%	+$20K	﹤0.01%	611
2025 Q3	$310K	Sell	10,242 -300	-3%	-$9.05K	﹤0.01%	609
2025 Q2	$318K	Buy	10,542 +651	+7%	+$19.5K	﹤0.01%	548
2025 Q1	$298K	Buy	+9,891	New	+$296K	﹤0.01%	528
2019 Q2	–	Sell	-178,789	Closed	-$5.46M	–	277
2019 Q1	$5.46M	Sell	178,789 -13,562	-7%	-$411K	0.57%	36
2018 Q4	$5.78M	Buy	192,351 +7,618	+4%	+$229K	0.69%	31
2018 Q3	$5.58M	Buy	+184,733	New	+$5.57M	0.57%	29

Other funds holding SPSB

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Moneta Group Investment Advisors's SPSB Position: Q1 2026 in Review

Moneta Group Investment Advisors reduced its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 7.9% in Q1 2026, selling an estimated $25.9K and leaving 10,046 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #622.

Moneta Group Investment Advisors first reported a position in SPSB in Q3 2018 and has held it in 8 quarters since. The position peaked at $5.78M in Q4 2018. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Moneta Group Investment Advisors held 10,046 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $302K as of Q1 2026.
Moneta Group Investment Advisors sold 857 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $25.9K.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #622 holding.
Moneta Group Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2018 and has held it in 8 quarters since.
Moneta Group Investment Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $5.78M in Q4 2018.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.